Tag: financial satisfaction

The term doesn’t really matter, but about half of households are not doing so well. Reporters always want to know “crisis” or “no crisis.” I don’t think the term is particularly important with respect to retirement security, but observation after observation paints the same picture – roughly half of households are not in good financia…

The brief’s key findings are: A recent CRR analysis of a FINRA Investor Education Foundation survey found that financial satisfaction depends much more on meeting day-to-day, rather than distant, needs. This study explores whether households of all ages and income levels are also shortsighted. The results confirm that distant needs, like retirement saving, consistently take a back-seat…